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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CCMD
651
Cypress Capital Management (Delaware)
Delaware
$609K -$10.2K -130 -2%
CFA
652
Carroll Financial Associates
North Carolina
$609K +$85.4K +1,088 +17%
HI
653
Harbour Investments
Wisconsin
$609K +$586K +7,473 New
IFWM
654
Institute for Wealth Management
Colorado
$608K +$25.6K +326 +5%
AHC
655
Adell Harriman & Carpenter
Texas
$603K -$43.2K -550 -7%
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$603K +$581K +7,401 New
CA
657
Cullinan Associates
Kentucky
$601K +$266K +3,387 +85%
AMIM
658
Aull & Monroe Investment Management
Alabama
$599K -$11.8K -150 -2%
SSB
659
Sandy Spring Bank
Maryland
$598K -$18.6K -237 -3%
AC
660
Allstate Corporation
Illinois
$597K +$66.6K +849 +13%
IA
661
IndexIQ Advisors
New York
$594K -$2.75M -35,020 -83%
KS
662
Karpas Strategies
Connecticut
$592K -$15.7K -200 -3%
CS
663
Comerica Securities
Michigan
$590K +$40.8K +520 +8%
BWM
664
BerganKDV Wealth Management
Minnesota
$589K -$1.57K -20 -0.3%
AF
665
Advisornet Financial
Minnesota
$588K +$33.8K +431 +6%
BA
666
Ballew Advisors
Mississippi
$586K +$276K +3,520 +100%
LSA
667
Leonteq Securities AG
Switzerland
$586K -$319K -4,064 -36%
RE
668
RBC Europe
United Kingdom
$584K
IC
669
Inscription Capital
Texas
$584K +$202K +2,576 +56%
Fuller & Thaler Asset Management
670
Fuller & Thaler Asset Management
California
$580K -$110K -1,400 -16%
PFSC
671
Peoples Financial Services Corp
Pennsylvania
$580K
GWCM
672
Godshalk Welsh Capital Management
Pennsylvania
$579K -$7.85K -100 -1%
AQR Capital Management
673
AQR Capital Management
Connecticut
$577K -$2.06M -26,301 -79%
BBNA
674
Bremer Bank National Association
Minnesota
$577K -$5.02K -64 -0.9%
PAM
675
Palisade Asset Management
Minnesota
$576K -$42.4K -540 -7%